Carter Financial Group
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Carter Financial Group’s iShares MBS ETF MBB Stock Holding History

Carter Financial Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$955K Buy
10,658
+773
+8% +$71.7K 0.49% 44
2026
Q2 		$934K Buy
9,885
+1,038
+12% +$98.2K 0.48% 44
2026
Q1 		$840K Sell
8,847
-198
-2% -$18.9K 0.52% 41
2025
Q4 		$861K Buy
9,045
+151
+2% +$14.4K 0.51% 39
2025
Q3 		$846K Sell
8,894
-2,818
-24% -$265K 0.51% 40
2025
Q2 		$1.1M Buy
+11,712
New +$1.09M 0.72% 33

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Carter Financial Group's MBB Position: Q3 2026 in Review

Carter Financial Group increased its iShares MBS ETF (MBB) stake by 7.8% in Q3 2026, buying an estimated $71.7K and bringing the position to 10,658 shares worth $955K. The position accounts for 0.49% of the portfolio, ranked #44.

Carter Financial Group first reported a position in MBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2025. 580 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Carter Financial Group held 10,658 shares of iShares MBS ETF worth $955K as of Q3 2026.
  • Carter Financial Group bought 773 iShares MBS ETF shares in Q3 2026, an estimated $71.7K.
  • iShares MBS ETF made up 0.49% of Carter Financial Group's portfolio in Q3 2026, its #44 holding.
  • Carter Financial Group first reported a position in iShares MBS ETF in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's iShares MBS ETF position peaked at $1.1M in Q2 2025.
  • 580 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.